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Receipts

Topics on Receipts

I've uploaded our logo against the Merchant Facility, but is not appearing on the Receipt

Make sure logo is of a time image and not say a PDF Salesforce changed the way fi ...

  1. Make sure logo is of a time image and not say a PDF
  2. Salesforce changed the way files are loaded up under notes and attachments. Your instance of Salesforce may have had the newer files and attachments type option enabled.
    You will need to revert back to the older way (you turn the newer on on after uploading the logo image).
    Navigate to setup (top right). Then do a quick find/search for "Salesforce Files" - select the "General Settings" sub menu option.Click edit and UNTICK/deselect "Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments" and "save"

Now follow the procedure again - How to put your company logo on the Receipt Template 

$Label error on receipt preview or usage

If you are seeing an error that is similar to the above, then you need to locate ...

If you are seeing an error that is similar to the above, then you need to locate the receipt email template and edit it.

The receipt email template is under setup > Communication Templates > Email Templates. Select Folder Payments2Us, then click into "Payment Receipt", followed by the edit button.

Look for the line that begins with "<messaging:attachment". Replace this with the

<messaging:attachment renderAs="PDF" filename="{!NULLVALUE(relatedTo.AAkPay__Payment_Setting__r.Document_Type__c,$Label.AAkPay__Receipt_Label)} {!RelatedTo.AAkPay__Receipt_Number__c}.pdf">

We have not been able to identify why Salesforce sometimes seems to change the $!label.Receipt_Label to a number field. This error can occur after a template is edited or after an upgrade.

If you find for some reason this issue keeps on appearing, then you can replace the code with the following instead:

<messaging:attachment renderAs="PDF" filename="Receipt {!RelatedTo.AAkPay__Receipt_Number__c}.pdf">

When does a receipt use the Receipt Letter or Receipt Text (OLD) field?

The receipt text for the PDF attachment is derived in the following order. Campai ...

The receipt text for the PDF attachment is derived in the following order.

  1. Campaign – receipt letter
  2. Campaign – Receipt Text (OLD)
  3. Payment Form – receipt letter
  4. Payment Form – receipt Text (OLD)
  5. Merchant Facility – receipt letter
  6. Merchant Facility – receipt text (OLD)

If a campaign is not linked/associated with the payment txn, then it will revert to the next in the sequence.

If a letter or text is found in the above sequence, then that is used an not other combination is checked.

The letter object is being improved an enhanced all the time and is the preferred option moving forward. Receipt Text (OLD) is still available so that customer upgrading are not affected.

I want to send a different email template and receipt for a specific Payment Form/Campaign. How do I do that?

Clone the Send Receipt Automatic workflow that sends all receipt emails. The mana ...

  1. Clone the Send Receipt Automatic workflow that sends all receipt emails. The managed workflow cannot be edited so a cloned copy is required. This will now be the general automatic receipt workflow
  2. Add in the criteria that Payment Form/Campaign does not equal the specific Form or Campaign you want to exclude from this workflow. Include the line in the filter logic.
  3. Deactivate the managed Send Receipt Automatic workflow.
  4. Clone the new Send Receipt Automatic workflow, this will be the workflow specific to your Payment Form/Campaign.
  5. Change the criteria to Payment Form/Campaign name equals the form/campaign your are wanting to refer to.
  6. Change the send email task in your workflow to the email template that you are wanting to to send.
  7. Make sure your PDF receipt is included in the specific form/campaign.

I added a field to a fieldset and now the whole fieldset is missing from my receipt/invoice. How did that happen?

Check all the fields in the missing field set. Field sets cannot look up to relat ...

Check all the fields in the missing field set. Field sets cannot look up to related object fields . A related object field appears as "Object>Field". See example below. Page Layouts in Salesforce still allows related object fields, but these will not work with any merging in the Payments2Us Letter Object.

I pasted an image into the body of my letter and it is appearing on the object, but when I send it a thumbnail with "image not available" instead. Why is it not showing in the sent PDF.

If an image is copied and pasted (Ctrl C, Ctrl V) from another source such as a d ...

If an image is copied and pasted (Ctrl C, Ctrl V) from another source such as a document or site, etc, there can be some issues accessing the image in the PDF.

Make sure you always insert the image using the image button in Rich Text editor.

How to I apply a letterhead to a specific Receipt but not change the general letterhead on the Merchant Facility?

Different Letterheads can be applied at the Letter level. Use the following proce ...

Different Letterheads can be applied at the Letter level. Use the following procedure, but apply to the Notes and Attachements on the Letter record.

How do I remove the THANK YOU at the foot of the receipt, or change it to something else?

Make an image jpeg of what you want to replace the text with. If you want to blan ...

  1. Make an image jpeg of what you want to replace the text with. If you want to blank it out, have a plain white (or matching colour if not using white) image.
  2. Name the file and include the word "thankyou" (all one word). It needs this wording exactly to pick up the file.
  3. Add this to your Receipt Letter in the Notes and Attachments related list if you would like this for a specific template.
  4. If you want this to apply to all letters, add to the Notes and Attachments related list on the Merchant Facility

Note: An image attached to a Letter will override the image attached to the Merchant Facility if there are both.

The changes I made in a field set have not applied to my receipt letter, why is that?

Make sure you have clicked the Refresh Button on the specific letter you are want ...

Make sure you have clicked the Refresh Button on the specific letter you are wanting to update. Make sure the button has been added on the Page Layout.

Note: If you have made any JSON edits in the letter, this will be reverted back to the current field sets. If you need to save the JSON, copy it and then reapply it after the letter has been refreshed.

What size should the images such as logo, receipt header be?

For the logo, the image is constrained by 50px high. The width is automatically p ...

For the logo, the image is constrained by 50px high. The width is automatically proportion from that and as a guide should be approximately 200px wide.

For the Letterhead, see the sizing in the introduction section of procedure: How to put your company letterhead on the Receipt Template 

Why Receipt Date Print field has value Error, Error?

The Receipt Date comes from the "Transaction Date" field on the Payment Txn. Duri ...

The Receipt Date comes from the "Transaction Date" field on the Payment Txn. During Payment Txn creation this normally defaults to TODAY's date. The Receipt Date will only appear after it was successful.

Why are the receipts going over two pages?

The most common reason for this is the totals table has either the headings or th ...

The most common reason for this is the totals table has either the headings or the details in the total cells wrapping around onto a second row.

To fix this, you need to adjust the width of the columns or remove a column in the receipt totals. See Using Letter Builder to adjust the totals section.

After you have made an adjustment, locate a Payment Txn using the Letter and then press "Receipt" button to preview.

 The below screenshots show examples of text wrapping that can cause the receipts to go onto 2 pages.

How do I remove the Currency or how to show Currency Symbol?

If the receipt total/amount field is using the Payement Txn field - "Transaction ...

If the receipt total/amount field is using the Payement Txn field - "Transaction Amount", then this will show the amount with the Currency field. For example as shown below

To changed this, select use the Letter Form Builder [Beta] button on the Letter object and drag/drop another field - for example "Total Amount" to replace this field. You can change the column heading to still have the label "Amount" if that is required.

The updated receipt will now NOT have the Currency, but will show the Currency symbol.

Why do I get an error when opening the receipt template - "Could not resolve the entity from value binding ''. can only be used with SObjects, or objects that are Visualforce field component resolvable."

If you get an error message similar to the one below then then it is not a real e ...

If you get an error message similar to the one below then then it is not a real error to be concerned with. It will not occur when being used, or when the "Send Test and Verify" is used.

You can remove the error display by pressing the "Send Test and Verify" button on the template and selecting a Contact and Payment Txn record.

Why does the "Receipt Footer" text go over several lines?

If your receipt footer text looks like the image (1) shown below, then it is most ...

If your receipt footer text looks like the image (1) shown below, then it is most likely that you have uploaded a blank "Thank you" graphic that covers the section shown as (2) "thank you text".

You need to upload a new image that has a height of 50px and is not scaled to be as wide.

Please also review How to setup Receipts and How do I remove the THANK YOU at the foot of the receipt, or change it to something else? 

How do I remove the membership No. from Annual Statements, Membership Renewal Notices, Membership Confirmation Notices?

If you are looking to update the label "Membership No.", then you can update the ...

If you are looking to update the label "Membership No.", then you can update the "Membership ID Label" field value on the related Payment Form.

If you are looking to remove the label and remove the Membership No. value, then you will need to use a Letterhead graphic to replace the entire top header part of the document. 

Why do I receive "null" in the Receipt Body?

The below shows example of "null" as value in the receipt body. The cause of this ...

The below shows example of "null" as value in the receipt body.

The cause of this is because the related Receipt Body text is blank. Please ensure you have some text in here.

Is there a way to change the word RECEIPT to a different text or word?

The word "RECEIPT" is coming from Merchant Facility level field called "Receipt L ...

The word "RECEIPT" is coming from Merchant Facility level field called "Receipt Label" you can change that to "Any Text". But since its coming from Merchant Facility Level, it will be generated in all the Payment Forms available. In order to avoid that, if you create a separate Merchant Facility for "Any Text" could solve this requirement. Otherwise you can upload an image of "Any Text" in Letter object, which would override the word "RECEIPT".

How I can access our receipts? We need them to reconcile against our company credit card but I’m not sure where to access them?

You can get copies of receipts, updated card details, update contact details etc. ...

You can get copies of receipts, updated card details, update contact details etc. from within your instance of Salesforce Billing.

Why are Letterhead images not appearing in my sandbox testing?

The Merchant Facility related to the Payment Txn that you are testing needs to be ...

The Merchant Facility related to the Payment Txn that you are testing needs to be a valid Merchant Facility. This means, it needs to be Active and belong to have the Salesforce Org Id be the same as the Sandbox Salesforce Org Id.

PLEASE Read some very important Instructions BEFORE Updating the Salesforce Org Id on Merchant Facilities. Please see procedure I have created a new Full or Partial Sandbox, what do I need to do to make things work? - In particular the note about removing all Merchant Facility payment gateway passwords.

Why does my new Logo/Graphic updated not appear and the old one still shows?

The logo's and graphics are located in the following order: Letter Payment Form M ...

The logo's and graphics are located in the following order:

  1. Letter
  2. Payment Form
  3. Merchant Facility

If a logo / header/ footer etc. graphic is found related to one of the of steps, then it does not look for a logo at a later step.

For example, if you had an old logo at the Payment Form (notes and attachments/files), then loaded a newer one against the Merchant Facility, then the old one at the Payment Level is used as that was found first.

For the above example, you could remove the logo related to the Payment Form, or upload a newer version against the Payment Form

When does the "(Includes Donation of $nn.nn)" show in the Item column of the totals section in the Receipt?

This text will show only when there is an Amount AND there is a Donation Amount v ...

This text will show only when there is an Amount AND there is a Donation Amount value on the Payment Txn. This would normally occur when a Donation is given with a Membership or Event Payment.

The text comes from a Custom Label called "Receipt_Label_Includes_Donation". The value can be changed using the Translation Workbench

Why is Bolding of text not working on my receipts?

If you have bolded text on your Letter - Receipt body and it is not showing the b ...

If you have bolded text on your Letter - Receipt body and it is not showing the bold on the PDF being generated then it is likely that you have selected the Font Family of "Arial Unicode MS". You will need to use a different Font Family.

The Font Family can be updated on the "Letter" object.

The Font "Arial Unicode MS" with Bold in not currently supported by Salesforce. You can add your vote to Salesforce Idea exchange where this has been requested as an enhancement:Arial Unicode MS - Bold in PDF | IdeaExchange (salesforce.com)

Why are receipts not being sent?

If you are not receiving a receipt, then please check the following: 1. Send Rece ...

If you are not receiving a receipt, then please check the following:

1. Send Receipt Option

On the Payment Form, there is a field called Send Receipt that determines if a Receipt is to be sent or skipped. See procedure  How to skip recurring receipts, stop receipts, manually send receipts and or select other Send Receipt options 

2. Check for custom Workflows in your instance for sending receipts

An administrator of your Salesforce instance may have created their own Workflow rules for sending Receipts. For some notes on how this is setup, please see procedure:

I want to send a different email template and receipt for a specific Payment Form/Campaign. How do I do that? 

The Workflows that come delivered standard with Payments2Us and activated are located:

  • Under setup (cog - top right)
  • search "Workflow Rules" and click into the menu option
  • sort the view of workflow rules by Object. The locate those against the "Payment Txn".

The following are set as active for Receipting:

  • Send Receipt Manual
  • send Receipt Automatic
  • Send Interum Receipt
  • mark Refunds as Receipted for Matching
  • Send from Button - Resend receipt
  • skip Receipt Automatic

If your Salesforce administrator has de-activated any of the workflows above or created any of their own Flows/Workflows to replace the ones delivered, then these are outside the scope of our standard support. You will need one of our premium support services for more assistance.

 

3. Check Error Logs - Payments2Us

Navigate to the Error Log - Payments2Us and check for any error messages that may have been logged here.

The most common ones are where the Letter Body has had the merge fields incorrectly entered. To avoid this, we recommend the Receipt Letter Body be setup using the Letter Builder.

4. Check for issues with Salesforce sending emails

Please review the FAQ Why am I not receiving Workflow/Flow email notifications? 

Letter Template Builder Button errors with "Page doesn't exist, enter a valid URL and try again."

Letter Template Builder Button errors with "Page doesn't exist, enter a valid URL ...

Letter Template Builder Button errors with "Page doesn't exist, enter a valid URL and try again."

If you receive an error when pressing the Letter Template Builder Button on the Letter Object that looks like the one below, then please follow the steps in this procedure.

This is a permissions error and has been address in version 10.0 of Payments2Us.  For now, you'll need to create your own Permission Set and assign it to the required users.

  1. Click on setup icon (top right)
  2. Search "permission set"
  3. Click on menu item "Permission Sets"
  4. Press New button
  1. Enter Label "Paymetns2Us Letter Builder"
  2. Tabbing off the Label defaults this
  3. Select License of "Salesforce"

Click into Object Settings

Click into "Letter Template Builder"

  • Click Edit
  • Select "Available" checkbox
  • press Save Button

Click Manage Assignments Button

Click Add Assignment

  1. Select Users
  2. Select Next button

Then on the next screen, press "Done" button

 
 

Why are the Header/Footer Images on the Receipt missing or look strange?

If you receipts or other PDF documents generated by Payments2Us are showing the m ...

If you receipts or other PDF documents generated by Payments2Us are showing the missing image Icon as per the below examples, then try the following steps to resolve:

The fist thing to try is:

If still having issues, then set the "Session Security Level Required at Login" as "--None--" on the users profile that has authenticated Payments2Us.  The steps and reason why this happen is documented in "Why does the Annual Statement Attachment preview on Contact comes up blank?"